Email attachments can be saved to a document package linked to a record (Account, Event, AppointmentM etc.).
Save the attachment to an existing document package:
- Double-click the email to open. It is not possible to file attachments from the preview.
- In the small pane in the upper right-hand corner, select the documents by left-click, holding down the Shift key for multi-select.
- Click on
File in document package in the toolbar of the small pane.
- Select
Search for document package.
- In the search window, select in one or more Filing locations.
Save your changes.
Create a new document package with a link to a record:
- Link the email to an existing record by clicking
File in the toolbar.
E.g.: Account, Event, Appointment
- Open the Email when prompted and go to the
Attachments tab.
- In the small pane in the upper right-hand corner, select the documents by left-click, holding down the Shift key for multi-select.
- Click on
File in document package in the toolbar of the small pane.
- The first option offered is to file under the linked account (Event, Appointment) by clicking
New.
Save your changes.